Posts authored by: Kelley Downing

Values that Drive Bartlett: Meeting Change with Inclusion

In January, our staff came together to create The Bartlett Way, a document outlining the values that drive our culture and underpin the reputation we strive to maintain, with examples that include: Make quality personal. Check your ego at the…

Protecting Your Loved Ones from Elder Financial Abuse

In more than 20 years spent working in the financial industry, I’ve learned a lot about how to build and maintain wealth, as well as how to protect against threats. Unfortunately, and especially in the digital age, no one is…

3 Values That Drive Culture at Bartlett Wealth Management

In 2018, we renewed our commitment to the core values that guide our organization, motivating us toward the culture we hope to achieve and the reputation we strive to maintain. We summed up these tenets in a document called “The…

Bartlett and Focus Financial Partners: A partnership forged with the future in mind

We have some exciting news to share. Beginning April 1, 2018, Bartlett & Co. will officially partner with Focus Financial Partners, a leading international partnership of independent, fiduciary wealth management firms. Through our partnership with Focus, Bartlett will be positioned…

The Storm After The Calm

What Happened and Why? After a steady climb for fourteen months, global stock markets experienced a sharp reversal this week. As we write on Friday morning, major benchmarks are 10% below record highs reached on January 25th. It has been…

A Year to Celebrate: Bartlett's 120th Anniversary

2018 marks a major milestone for us at Bartlett & Co. We’re thrilled to be celebrating a legacy of 120 years in business, helping Cincinnati families and organizations grow their wealth. Just think for a moment what was happening back…

Wealth Management: What Does It Mean, and Is It for You?

The term “wealth management” gets tossed around quite a bit in financial circles, but what exactly does it mean? And how do you know if wealth management is right for your financial situation? Defining wealth management Think of wealth management…